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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,324 | $143,969+169.0% | $199,883+93.8% | $82,637+368.7% |
| Participation rate | 58.5% | 84.1%-25.7pp | 86.8%-28.3pp | 68.1%-9.6pp |
| Annual return | 13.30% | 25.67%-12.4pp | 43.81%-30.5pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,115 | $6,937+60.2% | $9,138+21.6% | $4,126+169.4% |
| Admin fee / account holder | $14,185 | $14,597-2.8% | $17,268-17.8% | $7,339+93.3% |